Using INN-Reach Peer-to-Peer Circulation

If your INN-Reach System is interested in participating in Peer-to-Peer circulation with another INN-Reach System, ask your INN-Reach Central System Administrator to contact Innovative.

Rapido Consortial Borrowing does not support the Peer-to-Peer product.

The INN-Reach Peer-to-Peer product enables shared circulation of items among multiple INN-Reach Systems. With Peer-to-Peer, each participating INN-Reach Central catalog contains only those records contributed by libraries affiliated with that specific system. However, patrons from each system can search for and request items through all participating INN-Reach Central catalogs.

To implement the INN-Reach Peer-to-Peer product:

Central System Administrators work with each other to define the following for use in the Peer-to-Peer system:
Central System Administrators configure parameters for Peer-to-Peer circulation on their respective INN-Reach Central Servers.
Local Server Coordinators configure parameters for Peer-to-Peer circulation on their respective Local Servers.
Innovative enables back-end functionality.

Terminology

The Peer-to-Peer product uses the following terminology to distinguish the multiple Central Servers:

Peer1

The first/primary Central Server with which the Local Server communicates. The Local Server contributes bibliographic and item records and transmits circulation transactions to this Central Server.

Peer2

The second/subsequent Central Server with which the Local Server wants to communicate. The Local Server transmits only circulation transactions to this Central Server.

Defining Peer-to-Peer Patron Types and Item Types

Central System Administrators from each participating system must work with each other to assign patron types and item types for use in Peer-to-Peer circulation.

Peer-to-Peer patron types and item types cannot have the same values as the central patron types and item types already in use for standard INN-Reach circulation in each INN-Reach System, unless those types are defined identically in both systems.

For example, the patron type "200" might be defined as "Undergrad" in the Peer1 system, but as "No Circ Privileges" in the Peer2 system. Central System Administrators must either agree on defining "200" in both systems as "Undergrad" or they must identify an available patron type (that is, one not already in use in either system) to use for Peer-to-Peer circulation.

To define these patron types and item types, Central System Administrators for both Peer1 and Peer2 must:

Identify which patron types and item types in the 200-240 range are not currently used for existing INN-Reach circulation in their respective systems.
Compare the available types to determine which are common to both systems. These common, available types are potential candidates for use with Peer-to-Peer circulation.
Compare the potential candidates for Peer-to-Peer types with the types on their respective Local Servers, as follows.
- If the potential candidate types are available on all respective Local Servers, Central System Administrators can formally identify them as the Peer-to-Peer types.
- If there are local conflicts with the potential candidate types, Central System Administrators must resolve the conflicts before continuing. Typically, the Local Server must consolidate their current PTYPEs to resolve the conflict.

Defining Peer-to-Peer Loan Rules

Central System Administrators from each participating system must work with each other to determine the loan policies for Peer-to-Peer circulation.

The loan policies you agree upon are captured in loan rules on all participating Central Servers and Local Servers. Central System Administrators must define each element in the Peer-to-Peer loan rules. For more information on these elements, see the Loan Rules Table.

Peer-to-Peer loan rules follow the style and function of standard INN-Reach loan rules. Innovative recommends that you review your existing INN-Reach loan rules to determine if they meet the needs for Peer-to-Peer circulation. If so, you can copy those existing rules, updating elements to reflect the Peer-to-Peer specifics as appropriate.

You must define the following types of loan rules for Peer-to-Peer circulation:

Peer-to-Peer Patron Circulation Rule(s)

The "Patron Circ" loan rule governs the checkout of a Peer-to-Peer Circulation item at the local patron site to the patron. For example, you might add the following Peer-to-Peer Patron Circulation loan rules to your local system:

#	Label	Loan Period
1	SearchOhio Patron Initiated	21 days
2	SearchOhio Patron Media	7 days

In this example, the associated Loan Rule Determiner entries might be:

Location	Patron Type	Item Type	Corresponds With
?????	<local patron types>	230,233	Rule #1 in example above
?????	<local patron types>	231	Rule #2 in example above

The examples listed here do not represent a full set of Patron Circulation loan rules. The total number of loan rules needed for your Peer-to-Peer system is based on the specific loan policies and item types in your system.

Peer-to-Peer Institutional Circulation Rule(s)

The "Institutional Circ" loan rule governs the checkout of a requested item from the owning site to the patron site. For example, you might add the following Peer-to-Peer Patron Circulation loan rules:

#	Label	Loan Period
3	SearchOhio Institutional	21 days
4	SearchOhio Institutional Media	7 days

In this example, the associated Loan Rule Determiner entries might be:

Location	Patron Type	Item Type	Corresponds With
?????	230-233,235	<local item types>	Rule #3 in example above
?????	231-233	<local item types>	Rule #4 in example above

The examples listed here do not represent a full set of Institutional Circulation loan rules. The total number of loan rules needed for your Peer-to-Peer system is based on the specific loan policies and item types in your system.

Peer-to-Peer Non-Circulating Rule(s)

The "Non-Circ" loan rule is used to block the checkout of items that should not be used for Peer-to-Peer Circulation. You can use an existing "non-circ" loan rule (that is, a loan rule with code 'N') rather than creating one specifically for Peer-to-Peer Circulation.

Defining Peer-to-Peer Patron Blocks

The Patron Blocks Table on participating Local Servers must contain an entry for each Peer-to-Peer patron type you define. The values you specify in this table are determined by the loan policies agreed upon by the INN-Reach systems participating in Peer-to-Peer circulation.

As with INN-Reach circulation, you can specify generic values for all of the elements in the table, except the following:

PATRON EXP. DATE

If the Check-out: Limit due date to expiration date circulation option is enabled on your Local Server, you must set the PATRON EXP. DATE element to 'n'. If you do not, the system might block a patron before receiving his or her requested item.

HIGHEST LEVEL ODUES

You must set this element to 1 or greater.

MAX HOLDS

You must set this element to 3 or greater. This value should correspond to the value of the MAX ITEMS element.

MAX ITEMS

You must set this element to 3 or greater. This value should correspond to the value of the MAX HOLDS element.

Use of MAX ITEMS Element

In the Patron Blocks Table on the Local Server, the MAX ITEMS element represents the maximum number of Peer2 and non-Peer2 items that a patron can check out at one time. In the Patron Blocks Table on the Peer2 server, the MAX ITEMS element represents the maximum number of Peer2 items that a Peer1 patron can request or check out at one time.

Configuring Central Server Parameters for INN-Reach Peer-to-Peer Circulation

On each Central Server participating in Peer-to-Peer circulation, Central System Administrators must perform the following tasks:

Verify that ports 443 and 6601 are open for both sending and receiving between the Central Server and all participating Local Servers.
Modify the server's firewall to allow access to the Local Servers associated with the second INN-Reach system.
Define patron types and item types that can be used for Peer-to-Peer circulation.
Add entries for the Peer-to-Peer types in the following tables on their respective Central Servers:
- Patron Type Mapping Table
- Item Type Mapping Table

Define the parameters of the loan rules that govern Peer-to-Peer circulation.
Add entries for Peer-to-Peer loan rules to the following tables on their respective Central Servers:
- Central Loan Rule Table
- Central Loan Rule Determiner Table
- Central Patron Blocks Table

Configuring Local Servers for INN-Reach Peer-to-Peer Circulation

On each Local Server participating in Peer-to-Peer circulation, Local Server Coordinators must perform the following tasks:

Verify that ports 443, 5020, and 6601 are open for both sending and receiving between the Local Server and the Peer2 server.
Modify the server's firewall to allow access to the Peer2 server.
Add appropriate entries to the following files:

File	Entries
Branches Table	Peer1 Local Servers: Add an entry for each site in the Peer2 system. Peer2 Local Servers: Add an entry for each site in the Peer1 system. To obtain a list of the site codes affiliated with the new system, contact your Central System Administrator.
Item Types Table	Add entries for Peer-to-Peer item types.
Loan Rule Determiner Table	Add entries corresponding to the Peer-to-Peer loan rules.
Loan Rules Table	Add entries for the Peer-to-Peer loan rules.
Patron Blocks Table	Add entries corresponding to Peer-to-Peer patron types.
Patron Type Table	Add entries for Peer-to-Peer patron types.
Text of Circulation Notices Table	Add entries corresponding to the Peer-to-Peer loan rules.

Enabling Back-End Functionality

Once you have completed configuration of all participating Central Servers and Local Servers, contact Innovative. When the back-end functionality is enabled, Innovative informs you that Peer-to-Peer circulation is ready for use.